As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
Our client is seeking a Temporary dedicated Administrator.
As an integral part of the office operations, you will provide essential administrative support to ensure the smooth functioning of office and client interactions.
Key Responsibilities
Client Communication: Handling incoming calls and emails, scheduling appointments, and providing exceptional customer service to clients.
An established company dealing with installations for commercial and residential clients are currently looking for an Administrator to provide administrative support to the wider team.
This role involves dealing with incoming calls in regard to works, organising and scheduling appointments and monitoring progress and status updates.
Administrator responsibilities
Providing general administrative support, including handling phone calls, emails, and correspondence.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
My client is seeking n experienced Sales Support Administrator to be a key part of our client direct Sales team, representing my client, to provide sales administration support to commercial manager.
Role Overview Sales Administrator
This is an exciting opportunity for an exceptional, experienced Sales Support Administrator to join an established operation in our offices in Egham with scope to drive and enhance the service at every opportunity.